James Wheat's Location
Rancho Palos Verdes, California, United States
James Wheat's Work
- Vice President-Investments, Financial Advisor @ Wells Fargo
- Financial Advisor @ H&R Block Financial Advisors(HRBFA). HRBFA merged into Ameriprise Financial
James Wheat's Education
- University of Arizona
Bachelor of Business Administration (BBA) (Finance, General)
1995 - 1998 - San Pedro High School
Diploma
1991 - 1994
James Wheat's Skills
- Mutual Funds
- Bonds
- 401k Rollovers
- investment planning
- Stocks
- CDS
- annuities
- Investments
- Retirement Planning
- Financial Services
James Wheat's Summary
James Wheat, based in Rancho Palos Verdes, California, United States, is currently a Vice President-Investments, Financial Advisor at Wells Fargo Advisors, bringing experience from previous roles at H&R Block Financial Advisors(HRBFA). HRBFA merged into Ameriprise Financial. James Wheat holds a 1995 - 1998 Bachelor of Business Administration (BBA) in Finance, General @ University of Arizona. With a robust skill set that includes Mutual Funds, Bonds, 401k Rollovers, investment planning, Stocks and more, James Wheat contributes valuable insights to the industry. James Wheat has 4 emails on RocketReach.
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